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BAI

iShares A.I. Innovation and Tech Active ETF

539 hedge funds and large institutions have $10.3B invested in iShares A.I. Innovation and Tech Active ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 389 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 48

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

82% more funds holding in top 10

Funds holding in top 10: 1731 (+14)

21% more capital invested

Capital invested by funds: $8.54B → $10.3B (+$1.76B)

6.68% more ownership

Funds ownership: 106.36%113.04% (+6.7%)

6% more funds holding

Funds holding: 508539 (+31)

Holders
539
Holders Change
+31
Holders Change %
+6.1%
% of All Funds
6.64%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.38%
New
83
Increased
389
Reduced
48
Closed
39
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
+$409K
Name Holding Trade Value Shares
Change
Change in
Stake
PEWA
376
Pacific Excel Wealth Advisors
California
$593K +$265K +7,710 +75%
GAM
377
Gotham Asset Management
New York
$583K +$306K +8,905 +101%
MPW
378
Magnolia Private Wealth
Pennsylvania
$568K +$284K +8,281 +93%
PWM
379
Parkway Wealth Management
Texas
$561K +$74.3K +2,163 +17%
IW
380
Imprint Wealth
South Carolina
$560K +$178K +5,199 +44%
GS
381
GWN Securities
Florida
$560K +$53.1K +1,546 +10%
GM
382
GeoWealth Management
Illinois
$555K +$95.5K +2,782 +20%
MWA
383
MN Wealth Advisors
Kansas
$555K +$14.8K +430 +3%
SWM
384
Steelhead Wealth Management
Virginia
$552K +$576K +16,769 New
Betterment LLC
385
Betterment LLC
New York
$540K +$222K +6,456 +65%
AWMNH
386
Arcadia Wealth Management (New Hampshire)
New Hampshire
$534K +$108K +3,142 +24%
QCM
387
QRG Capital Management
Illinois
$522K -$56.6K -1,650 -9%
CWMK
388
Caliber Wealth Management (Kansas)
Kansas
$516K +$102K +2,971 +23%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$511K +$9.78K +285 +2%
LA
390
Latitude Advisors
Florida
$488K +$246K +7,175 +94%
GFA
391
Gallagher Fiduciary Advisors
Illinois
$483K +$13.7K +399 +3%
GC
392
GatePass Capital
Ohio
$483K +$43.5K +1,267 +9%
LWPC
393
Legacy Wealth Partners (Colorado)
Colorado
$483K +$37.5K +1,093 +8%
SIS
394
Sound Income Strategies
Florida
$482K +$32.9K +958 +7%
AFP
395
Ausdal Financial Partners
Iowa
$481K +$72K +2,096 +17%
MCA
396
MSH Capital Advisors
Arizona
$481K +$33.3K +971 +7%
IAA
397
Independent Advisor Alliance
North Carolina
$474K +$493K +14,374 New
HKIMG
398
Hutchens & Kramer Investment Management Group
Indiana
$474K +$2.64K +77 +0.5%
VR
399
Vision Retirement
New Jersey
$450K +$78.5K +2,288 +20%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$437K +$1.58K +46 +0.3%